Hans B

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Hans B

Hans B

@HansB240

36 | Husband & Dad | Stock market enthusiast ( $MU $TSM $NVDA $SNDK $GOOGL $RDDT $NBIS $META $DRAM ) Detroit Lions 🦁 & fantasy football fan | Views are my own.

Iowa, USA Katılım Ekim 2011
215 Takip Edilen169 Takipçiler
Hans B
Hans B@HansB240·
@Talkative_Tigs @Castellani2014 Agreed. Washington was worse imo because we were such heavy favorites... Lions were 9.5 points in football versus just 4.5 point favorites tonight in basketball.
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Chris Castellani
Chris Castellani@Castellani2014·
You have to be a pretty good team to be one win away from the conference finals in any sport. That said, I can’t recall a winner take all performance in the history Detroit sports as pathetic as this one.
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Hans B
Hans B@HansB240·
@Micro2Macr0 Except it's not an investment... its an option for Nvidia to buy IREN shares at $70.00 at any point in the next 5 years, there's no requirement for Nvidia to invest/buy any shares... seems great for Nvidia, no risk / potential reward, but not that interesting for IREN $NVDA $IREN
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
I'd say it's pretty safe to believe that if $NVDA is investing in a company, it's probably at the very least going to have speculative fervor.
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Hans B
Hans B@HansB240·
@EndicottInvests $RDDT In the middle of the AI boom, incredible margins, no debt, licensing deals with LLM. Also currently way down from ATHs after awesome earnings last week. Great growth numbers and balance sheet too compared competitors: $PINS $SNAP Great international user growth too
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Nate Endicott
Nate Endicott@EndicottInvests·
I’m currently 4% cash Most I’ve ever been Idk what to buy right now Yes 4% is probably silly to most but I’m usually 99.9% in the market What does everyone like right now?
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NBA on ESPN
NBA on ESPN@ESPNNBA·
THE DETROIT DUO TAKES CARE OF BUSINESS 😤 The Pistons protect home court and take Game 2‼️
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Hans B
Hans B@HansB240·
@RihardJarc "Selling your winners and holding your losers is like cutting the flowers and watering the weeds." -Peter Lynch
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Rihard Jarc
Rihard Jarc@RihardJarc·
Exactly as expected, we are at ATH on memory (+50% since). Also, I have now sold my memory positions (Hynix and Samsung) significantly, and will probably sell out completely in the next few days. Yes, memory remains a significant bottleneck, but because it has become such a pain point for AI labs and chip designers, the best talent is now focused on addressing it through software, and I expect this to accelerate in the next 6 months, as tokenomics is now the key thing for growth. "Necessity is the mother of invention." I have transitioned my funds to other places where I believe the risk/reward is better.
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Rihard Jarc@RihardJarc

Samsung and SK Hynix are selling off 10% today because they have risen in the high single digits almost every day for quite some time now, and because South Korea is highly dependent on oil from the Middle East. In a few weeks/months, some investors will again scratch their heads at the new highs these stocks will reach, because they are busy looking at the trees and missing the forest. Both of these companies trade at 3-4x forward P/E ratios in one of the biggest memory cycles in history. They benefit in any case; $NVDA or ASIC, cloud or on-prem, or edge adoption, it doesn't matter. And yes, if needed, South Korea will get its oil from somewhere else; they also hold approximately 208 days of oil cover, which not many countries can say. I have owned Samsung and SK Hynix for quite some time and will continue to do so. In general, the market, with all that is going on, especially around AI, is showing you that it is confused, and not many investors have a clear view of how this will unfold. For someone who has clarity, this is a perfect environment for catching opportunities.

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ESPN
ESPN@espn·
THE PISTONS COME BACK FROM A 3-1 DEFICIT TO ADVANCE 🔥 Detroit gets it done in Game 7 for their first playoff series win since 2008!
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NBA on Prime
NBA on Prime@NBAonPrime·
NOW EVERYBODY FROM THE 313 🗣️
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NBA Communications
NBA Communications@NBAPR·
The @DetroitPistons recorded the largest comeback by a road team facing elimination since the 1996-97 season, overcoming a 24-point deficit in Game 6.
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Detroit Lions
Detroit Lions@Lions·
DEEETROIT BASKETBALLLL. GAME 7.
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SportsCenter
SportsCenter@SportsCenter·
DETROIT AIN'T DONE YET 😤 The Pistons battled back with a trip to the conference semifinals on the line 🔥
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Hans B
Hans B@HansB240·
@DetroitOnLion Anyone but Proctor... dude "transferred" to Iowa, gained all the NIL benefits, then went back Bama in the same off-season without playing a single down for Iowa, low character.
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Pope Leo XIV
Pope Leo XIV@Pontifex·
#Peace is not something we must invent: it is something we must embrace by accepting our neighbor as a brother or sister. We do not choose our brothers and sisters: we must simply accept one another! We are one family, inhabiting the same home: this wonderful planet that ancient cultures have cared for over millennia. #ApostolicJourney #Cameroon
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Pope Leo XIV
Pope Leo XIV@Pontifex·
It is not always easy to believe. It was not easy for Thomas, and it is not easy for us either. Faith needs to be nourished and sustained. For this reason, on the “eighth day” — that is, every Sunday — the Church invites us to do as the first disciples did: gather together and celebrate the Eucharist. #GospelOfToday (Jn 20:19–31)
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First Squawk
First Squawk@FirstSquawk·
Vance: We will return to the United States without reaching an agreement with Iran
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Hans B
Hans B@HansB240·
@screech2025 @Sajprus @Mr_Derivatives I’d rather buy a business making $13/share than a business losing $0.30/share. At $40, $SNDK was a speculative coin-flip on survival. At $850, it’s a cash-flow monster with a lower forward P/E than it had a year ago. I’m not pumping the stock; I’m reading the balance sheet.
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Heisenberg
Heisenberg@Mr_Derivatives·
$SNDK giving me semi $SMCI vibes here? The day SMCI was added to the S&P500 index marked the exact top for the stock. Just fyi. Not saying Sandisk will crash 90% like SMCI. But careful chasing it here now. Could easily drop 20% here and still be well above the 50dma..
WOLF@WOLF_Financial

THE NASDAQ 100 JUST ANNOUNCED THIS CHANGE COMING TO THE INDEX Sandisk $SNDK stock will be added to the index before the markets open next Monday replacing Atlassian $TEAM

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Hans B
Hans B@HansB240·
@Sajprus @Mr_Derivatives Why buy at $850+? Because 12 months ago EPS was -$0.30 and today it’s tracking for $13.00+. That’s a 4,400% increase in earnings while the stock 'only' went up 2,000%. The math shows $SNDK is actually cheaper at $850 today than it was at $40 last year. Long $MU $SNDK
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Hans B
Hans B@HansB240·
@norveclifinance @doongyidaddy lol. You were long until today but sold everything based on weeks old news, keep spreading FUD buddy, it's obvious you bought puts today.
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Norveçli
Norveçli@norveclifinance·
@HansB240 @doongyidaddy No . Hopefully this memory-demand-killing technology doesn’t send memory stocks into a Turboquant-style collapse. $MU $WDC $SNDK $STX
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Hans B
Hans B@HansB240·
@doongyidaddy @norveclifinance The dude is just pumping and dumping. He posted bullish nonstop, then posted today he sold his shares, probably bought puts today and now he's posting negative FUD nonstop, just ignore.
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